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Fiduciary Services in the British Virgin Islands - Ogier

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ogier.com<br />

<strong>Ogier</strong> <strong>Fiduciary</strong> <strong>Services</strong> <strong>in</strong> <strong>the</strong> BVI | An <strong>in</strong>troduction to work<strong>in</strong>g with us<br />

Our key services cont<strong>in</strong>ued<br />

“Essential for<br />

Trustees to fulfill<br />

<strong>the</strong>ir <strong>Fiduciary</strong><br />

duties”<br />

<strong>Ogier</strong> Private Wealth<br />

<strong>Ogier</strong> Private Wealth comb<strong>in</strong>es fiduciary<br />

and adm<strong>in</strong>istration services which focuses<br />

on <strong>the</strong> needs of wealthy families, family<br />

bus<strong>in</strong>esses and family offices. The<br />

structures which we set up and adm<strong>in</strong>ister<br />

are driven by reasons such as succession<br />

plann<strong>in</strong>g, family governance, wealth and<br />

estate plann<strong>in</strong>g. Our adm<strong>in</strong>istrators deliver<br />

a professional and discreet service which is<br />

able to meet <strong>the</strong> objectives of a full range of<br />

wealth management structures.<br />

Our primary services <strong>in</strong>clude:<br />

• trust structur<strong>in</strong>g ei<strong>the</strong>r through<br />

a private trust company, VISTA<br />

or discretionary trust<br />

• formation of companies for<br />

various purposes<br />

• fiduciary and adm<strong>in</strong>istration services<br />

to trusts and companies<br />

• provision of director and nom<strong>in</strong>ee<br />

shareholder services<br />

• probate services<br />

• enforcer and protector services<br />

• client regulatory advice <strong>in</strong> relation to<br />

managed trust company arrangements.<br />

The OPW team utilizes its expertise and<br />

works alongside clients and <strong>the</strong>ir onshore<br />

tax and legal advisors to ensure that <strong>the</strong><br />

structures be<strong>in</strong>g established achieve <strong>the</strong><br />

objectives and that <strong>the</strong> client receives<br />

quality services by us be<strong>in</strong>g reliable and<br />

responsive to clients’ needs.<br />

Client Account<strong>in</strong>g<br />

In addition to our 3 ma<strong>in</strong> service l<strong>in</strong>es, we<br />

also offer a full suite of client account<strong>in</strong>g<br />

services <strong>in</strong>clud<strong>in</strong>g:<br />

• Standard book keep<strong>in</strong>g<br />

• Preparation of f<strong>in</strong>ancial statements<br />

• Liais<strong>in</strong>g with auditors<br />

• Set up and adm<strong>in</strong>istration of client bank<br />

accounts.<br />

Our team of qualified accountants are on<br />

hand to ensure that <strong>the</strong> f<strong>in</strong>ancial records of<br />

your structure are <strong>in</strong> good order, that your<br />

bank account ma<strong>in</strong>tenance is rout<strong>in</strong>e and<br />

simplified, and to provide account<strong>in</strong>g to<br />

your structure, however large or small.<br />

6

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